Business Templates & Downloads from Collin SBDC

Getting Started

Documents to help determine if your business concept will work and make money

Icon
Resource Page

Information on: County Clerks, Chambers of Commerce, Secretary of State, Texas Workforce Commission, US Dept. of Labor, Business permits/licenses, IRS, State Comptroller’s Office, State Board of Insurance, TX Dept. of Economic Development

Icon
Start-Up Expense Calculator

Excel spreadsheet that will help assess how much money will be needed to start the business

Icon
Feasibility Comparison

Is it the right idea for you? Does the business idea have a market? How many competitors are in that market? How much money will be needed to finance the start-up?

    Business Plan

    Everything you need to write your business plan effectively

    Icon
    Competitive Analysis

    This document will help you find the uniqueness of your business.

    Icon
    Demographics Analysis Worksheet

    Use this worksheet to help you create a customer profile.

    Icon
    Executive Summary Template

    Quick, easy to follow template to help you write an Executive Summary.

    Icon
    Business Plan Outline

    The standard version used by the U.S. Small Business Administration and SBDC’s across the nation.

      Financial Worksheets

      Financial components and worksheets for your business plan

      Icon
      Financial Template

      Use this set of Excel financial spreadsheet examples to create cash flow, profit and loss, sales and balance sheet forecasts.

      Icon
      Start-Up Expense Calculator

      Excel spreadsheet that will help assess how much money will be needed to start the business

      Icon
      Sales Forecast Worksheet

      This tool calculates pricing from costs of goods sold information

      Icon
      Cash Flow Projection Worksheet 

      An Excel spreadsheet containing explanations to each line item and step by step instructions on how to complete.

        Marketing Plan

        Worksheets that make creating a marketing plan easier

        Icon
        Target Market Analysis 

        You will define your target market with this document which will also help you maximize your marketing efforts.

        Icon
        SWOT Analysis Template

        A worksheet to help you determine the Strengths, Weaknesses, Opportunities and Threats of not only your business but of your competitors as well.

        Icon
        Elements of a Marketing Plan

        This document reviews the business concept, target market, industry trends, marketing goals, SWOT, tactics to implement the strategies, and how to measure results with these marketing efforts.

          SBA Loans

          Types and methodology to obtaining an SBA guaranteed loan

          Icon
          Key Points to Borrowing Money 

          This article discusses the 5 main elements that banks review to see if you are worthy of a business loan.

          Icon
          Loan Package Checklist 

          List of the typical types of documents a bank will request when considering an SBA guaranteed loan and a conventional loan.

            Preferred Lenders Program
            Contact information for the banks in our area that are SBA Preferred Lenders.CLICK HERE



            Find Your Lender

            SBA 7a Lender Activity Report as of 10-31-2021

            The Lender Activity Report summarizes current fiscal year approvals for 7(a) Lenders. 7a Lender Activity Report as of 10-31-2021

             

            Alternative Financing

            Other ways to obtain funds to grow a business

            Anatomy of an Investor Proposal 
            A guide to what is needed within a short presentation pitch to investors.
            CLICK HERE
            Are Your Ready for Angel Funding? 
            An outline of the things you must have in place before an investor will be interested in your product/service.
            CLICK HERE
            Possible Small Business Grant Opportunities
            Information on some true local grants available to help companies grow.
            CLICK HERE
            Grant Myths
            Information about the urban legends that surround “free money” from the government.
            CLICK HERE

             

            Buying a Business

            Important tools when considering the purchase of a business

            Icon
            Franchises

            Franchising can be a great alternative if you want to have some guidance in the start-up phase of the business.

            Icon
            Valuing a Privately-Held Business

            While there are various several valuation approaches, the most commonly used method is the Multiple Of Seller’s Discretionary Earnings.

            Icon
            Buying a Business

            Discussion of steps to starting the purchase of a business, advantages to choosing an existing business and doing your due diligence.

            Icon
            Checklist for Buying a Business

            Top 20 things you’ll need to have or know before buying a business.

              Miscellaneous

              More valuable documents and resources for your business

              Icon
              North Texas Small Business Development Center

              View the latest NTSBDC Network directory for contact information of other local SBDC’s.

              Icon
              Overhead Rate Calculation

              Overhead rates can help you effectively manage operations by measuring overall performance against similar companies in your industry.

              Icon
              Local Purchasing Agents

              Link to the local purchasing agents to find out how your business can sell to them.

              Icon
              Minority Certification and Government Contracting Info 

              Websites for information on how a small business can get minority certified and how it can begin doing business with the three levels of government: local, state and federal.

                 

                Additional Resources

                Richardson IQ
                The Richardson Innovation Quarter, also known as simply “Richardson IQ® ” or “The IQ®, is a living laboratory for big ideas and ground-breaking technology.
                CLICK HERE

                 

                Dallas Area SCORE Office
                SCORE is an independent non-profit resource partner with the U.S. Small Business Administration.
                CLICK HERE

                 

                Collin College Continuing Education
                Collin College’s Continuing Education offers career skills training for small business in the ares of management, administrative, finance, marketing and much more.
                CLICK HERE

                 

                U.S. Small Business Administration
                SBA works to ignite change and spark action so small businesses can confidently start, grow, expand or recover.
                CLICK HERE

                 

                Note: Templates, forms and resources can be downloaded to help in business planning. Materials, services or products offered by this SBDC do not imply or constitute a recommendation or endorsement by the SBDC, but is only intended to be a convenience for you. You must perform your “due diligence” by reviewing all materials to determine if they meet your needs.

                Documents to help determine if your business concept will work and make money

                Icon
                Resource Page

                Information on: County Clerks, Chambers of Commerce, Secretary of State, Texas Workforce Commission, US Dept. of Labor, Business permits/licenses, IRS, State Comptroller’s Office, State Board of Insurance, TX Dept. of Economic Development

                Icon
                Start-Up Expense Calculator

                Excel spreadsheet that will help assess how much money will be needed to start the business

                Icon
                Feasibility Comparison

                Is it the right idea for you? Does the business idea have a market? How many competitors are in that market? How much money will be needed to finance the start-up?

                  Business Plan

                  Everything you need to write your business plan effectively

                  Icon
                  Competitive Analysis

                  This document will help you find the uniqueness of your business.

                  Icon
                  Demographics Analysis Worksheet

                  Use this worksheet to help you create a customer profile.

                  Icon
                  Executive Summary Template

                  Quick, easy to follow template to help you write an Executive Summary.

                  Icon
                  Business Plan Outline

                  The standard version used by the U.S. Small Business Administration and SBDC’s across the nation.

                    Financial Worksheets

                    Financial components and worksheets for your business plan

                    Icon
                    Financial Template

                    Use this set of Excel financial spreadsheet examples to create cash flow, profit and loss, sales and balance sheet forecasts.

                    Icon
                    Start-Up Expense Calculator

                    Excel spreadsheet that will help assess how much money will be needed to start the business

                    Icon
                    Sales Forecast Worksheet

                    This tool calculates pricing from costs of goods sold information

                    Icon
                    Cash Flow Projection Worksheet 

                    An Excel spreadsheet containing explanations to each line item and step by step instructions on how to complete.

                      Marketing Plan

                      Worksheets that make creating a marketing plan easier

                      Icon
                      Target Market Analysis 

                      You will define your target market with this document which will also help you maximize your marketing efforts.

                      Icon
                      SWOT Analysis Template

                      A worksheet to help you determine the Strengths, Weaknesses, Opportunities and Threats of not only your business but of your competitors as well.

                      Icon
                      Elements of a Marketing Plan

                      This document reviews the business concept, target market, industry trends, marketing goals, SWOT, tactics to implement the strategies, and how to measure results with these marketing efforts.

                        SBA Loans

                        Types and methodology to obtaining an SBA guaranteed loan

                        Icon
                        Key Points to Borrowing Money 

                        This article discusses the 5 main elements that banks review to see if you are worthy of a business loan.

                        Icon
                        Loan Package Checklist 

                        List of the typical types of documents a bank will request when considering an SBA guaranteed loan and a conventional loan.

                          Preferred Lenders Program
                          Contact information for the banks in our area that are SBA Preferred Lenders.CLICK HERE

                           

                          Alternative Financing

                          Other ways to obtain funds to grow a business

                          Anatomy of an Investor Proposal 
                          A guide to what is needed within a short presentation pitch to investors.
                          CLICK HERE
                          Are Your Ready for Angel Funding? 
                          An outline of the things you must have in place before an investor will be interested in your product/service.
                          CLICK HERE
                          Possible Small Business Grant Opportunities
                          Information on some true local grants available to help companies grow.
                          CLICK HERE
                          Grant Myths
                          Information about the urban legends that surround “free money” from the government.
                          CLICK HERE

                           

                          Buying a Business

                          Important tools when considering the purchase of a business

                          Icon
                          Franchises

                          Franchising can be a great alternative if you want to have some guidance in the start-up phase of the business.

                          Icon
                          Valuing a Privately-Held Business

                          While there are various several valuation approaches, the most commonly used method is the Multiple Of Seller’s Discretionary Earnings.

                          Icon
                          Buying a Business

                          Discussion of steps to starting the purchase of a business, advantages to choosing an existing business and doing your due diligence.

                          Icon
                          Checklist for Buying a Business

                          Top 20 things you’ll need to have or know before buying a business.

                            Miscellaneous

                            More valuable documents and resources for your business

                            Icon
                            North Texas Small Business Development Center

                            View the latest NTSBDC Network directory for contact information of other local SBDC’s.

                            Icon
                            Overhead Rate Calculation

                            Overhead rates can help you effectively manage operations by measuring overall performance against similar companies in your industry.

                            Icon
                            Local Purchasing Agents

                            Link to the local purchasing agents to find out how your business can sell to them.

                            Icon
                            Minority Certification and Government Contracting Info 

                            Websites for information on how a small business can get minority certified and how it can begin doing business with the three levels of government: local, state and federal.

                               

                              Additional Resources

                              Richardson IQ
                              The Richardson Innovation Quarter, also known as simply “Richardson IQ® ” or “The IQ®, is a living laboratory for big ideas and ground-breaking technology.
                              CLICK HERE
                              Dallas Area SCORE Office
                              SCORE is an independent non-profit resource partner with the U.S. Small Business Administration.
                              CLICK HERE
                              Collin College Continuing Education
                              Collin College’s Continuing Education offers career skills training for small business in the ares of management, administrative, finance, marketing and much more.
                              CLICK HERE
                              U.S. Small Business Administration
                              SBA works to ignite change and spark action so small businesses can confidently start, grow, expand or recover.
                              CLICK HERE

                               

                              Note: Templates, forms and resources can be downloaded to help in business planning. Materials, services or products offered by this SBDC do not imply or constitute a recommendation or endorsement by the SBDC, but is only intended to be a convenience for you. You must perform your “due diligence” by reviewing all materials to determine if they meet your needs.

                              Subscribe to Our Newsletter

                              Location

                              4800 Preston Park Blvd.
                              Suite 114
                              Plano, TX 75093

                              FOR GENERAL QUESTIONS
                              (972) 985-3770

                              The Collin SBDC at Collin College is a member of the North Texas SBDC Network. Funded in part through a cooperative agreement with the U.S. Small Business Administration (SBA). Hosted by the Dallas College and nationally accredited by the Association of SBDCs.